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Best financial advisors in Bellevue, NY

Registered advisers within 25 miles of Bellevue, NY.

Offices
339
Firms
133
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,224,136 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
ACACIA GROVE WEALTH MANAGEMENT
NIGHTGALE WEALTH MANAGEMENT LLC
ROBERT L. KRISTEL, C.P.A., P.C.
DEL-SETTE CAPITAL MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
SIP FINANCIAL SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

FREDERICK HERBERT WINKLER
CHARLES A PALMER
TIMOTHY JOHN OCHS
Valerie L. Mosher
BRADLEY BONFANTE
KEVIN PATRICK EBERZ
Matthew Joseph Whalen
DARREN JAMES LEADER
STEVEN HERWEYER
Joshua Silaika Moraski
STEVEN ROBERT BECKER
GARY HEIDENSTROM
ROBERT LANNOO KRISTEL
Travis Edward Kellman
Raymond John Zegger
WILLIAM GEORGE BARRY
KYLE A MOFFITT
HERMES WILLIAM DEL-SETTE
JEREMY MARC SCHER
Dustin John Troia
GLEN RICHARD ALLEN
ANN MARIE ARCEO
Nicole Marie Stone
GREGORY SCOTT MENGEL
Rachel Jane Portuondo
Grant Mengel
Steven Richard Warren
DAVID LOUIS HAWLEY
Guillermo Trujillo
Amy Marie Aldrich
LANNY KEVIN ROSENBAUM
MEGAN BURDICK
William Adam Braat
Anthony Adam DiPace
Kevin Charles Wendoloski

Within 25 miles of Bellevue, NY, Best Investors lists 133 registered investment advisory firms with 339 offices nearby, managing about $13.9T in combined regulatory AUM across 3,224,136 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bellevue

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM